Eric Stone is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Citigroup Global Markets since 2017 and previously worked at JMB Insurance for two years. He is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Jennifer Morreale is a financial advisor at Mesirow Financial Investment Management, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Quantum Private Wealth, LLC, and Purshe Kaplan Sterling Investments, Inc. since 2013. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm utilizes both third-party managers and proprietary private investment products, employing a disciplined investment process that includes Investment Policy Statements, asset allocation, and due diligence across various asset classes.

Wilfrido Hernandez is a financial advisor with William Blair in Chicago, holding a Series 66 designation and six years of industry experience. Prior to joining William Blair in 2018, he worked at Hyatt Hotels Co from 2014 to 2018. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven management across multiple asset classes and offers proprietary model portfolios, private funds, and co-investment opportunities.

Hari Nair is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Schwab Wealth Advisory. His prior experience includes roles at J.P. Morgan Securities and extensive tenure at Charles Schwab and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, investment recommendations, and wealth management education. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Katherine Fox is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2013. Fox serves as a board member for the Admiral at the Lake Foundation, a continuing care retirement community in Chicago. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated investment structure.

Brian Kittle Jr. is a financial advisor at William Blair with 18 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at William Blair since 2008. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Irvin Cartagena Jr. is a CFP® professional with 18 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2022. Prior to this, he held roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, while clients retain final trading decisions.

Michael Lord is a CFP® with eight years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. His prior roles include positions at JP Morgan Securities, LLC, JP Morgan Chase Bank NA, and CardX. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach integrates internal teams and committees to create customized portfolios using proprietary and external strategies, and it manages a notably high asset base per advisor compared to peers.

Michael Pinckney is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon Wealth Management for seven years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and access to multiple affiliated entities offering specialized advisory and private fund services.

Courtney Mygatt is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2007, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and manager selection.

Wyatt Allen is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has one year of industry experience, including prior work at Morgan Stanley. He has also been involved with the Manursing Island Club and completed his education at the University of Wisconsin - Madison. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Ian Bannon is a financial advisor at Oppenheimer with four years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms including J.P. Morgan Securities and Prudential Insurance Company of America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches tailored to client objectives.

Matthew Scherer is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently affiliated with CIBC Private Wealth Advisors, Inc. and has previously worked at Geneva Advisors, LLC for 16 years. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and external managers to offer customized portfolio solutions, including options strategies and coordinated Family Office services.

Nicole Romito is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to this, she spent 15 years at Private Vista, LLC (formerly Financial Strategy Network LLC). She holds a Series 66 license and is based in Chicago, IL. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diversified portfolio construction strategies.

Daniel O Brien is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at TC Wealth Partners and Trust Company of Illinois, where he worked for 20 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Shauna Kelly Moran is a financial advisor at Mesirow Financial Investment Management, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Mesirow Financial since 2005. In addition to her advisory role, she has been involved with FEAST since 2004. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, pension plans, government entities, and institutional clients. The firm employs a comprehensive investment process that includes preparing Investment Policy Statements, setting asset allocation targets, and utilizing both proprietary and third-party investment strategies.

Zachary Abrams is a financial advisor with William Blair in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining William Blair, he worked at SS&C Technologies for three years and has a background that includes roles in technology and education. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across equities, fixed income, and alternatives. The firm manages approximately $64 billion in assets under management and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Salvador Briseno is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its broker-dealer registration and municipal-advisor status with a bank affiliation, providing a range of discretionary managed-account options and access to specialized portfolio management and tax-overlay services.

Kevin Murphy is a financial advisor with PNC Wealth Management in Chicago, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes positions at JPMorgan Securities and JP Morgan Chase Bank before joining PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with an emphasis on mutual funds and ETFs.

Jordan Taylor is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Transamerica, Taylor worked at Robinhood Markets, Inc. and Charles Schwab & Co., Inc. Outside of financial services, Taylor has diverse work experience in customer service roles across various industries. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and education programs. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.